NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.64
-0.90%
NAV as on 06 Mar 26, 12:00 AM
risk
thematic business cycles
equity
NAV as on 06 Mar 26, 12:00 AM
risk
thematic business cycles
equity
-0.01%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-3.27%p.a.
Since Inception
About WhiteOak Capital Quality Equity Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Quality Equity Fund -Growth scheme from WhiteOak Capital Asset Management Limited. It is a Thematic - Business Cycles mutual fund scheme that predominantly invests in Thematic - Business Cycles stocks of companies. Launched on Jan 2025, WhiteOak Capital Quality Equity Fund -Growth is Thematic - Business Cycles fund of its category with 638.49 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Thematic - Business Cycles funds.
- WhiteOak Capital Quality Equity Fund -Growth delivered -0.0% annual returns during the last year. It has delivered -3.3% average annual returns since the fund was launched.
- WhiteOak Capital Quality Equity Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages
Top 10 Holdings
ABB India Ltd
0.32%
Abbott India Ltd
1.29%
AIA Engineering Ltd
0.55%
Ajanta Pharma Ltd
0.55%
Bajaj Finserv Ltd
0.84%
Bharti Airtel Ltd
1.86%
Cholamandalam Investment & Finance Company Ltd
0.41%
Cipla Ltd
0.71%
Colgate-Palmolive (India) Ltd
0.07%
DHFL VYSYA HOUSING FINANCE LIMITED EQ
1.35%
Fund Managers
- Ashish Agrawal (Feb 2025 - Present)
- Piyush Baranwal (Jan 2025 - Present)
- Ramesh Mantri (Jan 2025 - Present)
- Trupti Agrawal (Jan 2025 - Present)
- Dheeresh Pathak (Jan 2025 - Present)
Key Information
View Scheme Document
WhiteOak Capital Quality Equity Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Quality Equity Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Quality Equity Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Quality Equity Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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